Some of the Key Industry Representatives Confirmed as Speakers So Far For 2013

Anthony Bolton managed the Fidelity Special Situations Fund for 28 years and is one of the UK’s most successful contrarian investors. Between 1979 and 2007, he outperformed the stock market by six percentage points a year on average, a better return than any competitor over the same period.

In November 2009, he announced his decision to return to managing money and relocated to Hong Kong in April 2010 to manage the Fidelity China Special Situations Fund, a UK registered fund focused on investing in China and China related opportunities.

Mark is the CEO of CCAM and has a long career in asset management in Asia spanning the last 22 years. He is considered one of the industry's leading figures having managed businesses in both the institutional and retail segments. At CCAM he is responsible for all of the Group's investment business in the region and takes a lead role in providing advisory support for clients.

Marc has expanded the private wealth capabilities of Hong Kong-based Harris Fraser (International) as their head of private wealth management offering a world-class, vertically-integrated private banking platform to advise clients between Australia, Hong Kong, Singapore and China. Harris Fraser is partnered with tier-one private banks across Europe and Asia.

Loh Hoon Sun is Managing Director of Phillip Securities Pte Ltd and a Director of a number of companies.  Phillip Securities is a major brokerage house in Singapore providing a wide range of financial services, with operations in 16 countries. He is a Fellow Member of the Institute of Certified Public Accountants of Singapore (ICPAS) and CPA Australia.

Mr. Chia-Liang Lian joined Western Asset in 2011 based in Singapore. Formerly, he served as Head of Emerging Asia Portfolio Management at Pacific Investment Management Company. He previously worked as Sovereign Credit Analyst, Emerging Markets Research at both JP Morgan and Merrill Lynch, and as a Senior Economist at the Monetary Authority of Singapore.

In May 2006, he led the acquisition of Towry Law by John Scott & Partners which he joined as Chairman in August 2004, becoming Executive Chairman and Chief Executive in September 2005. Since then, under Andrew’s leadership, Towry has grown significantly to become one of the leading wealth advice businesses in the UK

Stewart has 27 years of asset management experience, 15 of which were spent at Fortis Investments. Prior to his current role, Stewart was Head of Asia, the Middle East, Africa and Turkey at Fortis Investments. From 1993 to 1996, Stewart was Head of European Equity at Foreign & Colonial Management in London. He was also a member of the company’s board.

Since December 2007, Alicia has been Chief Economist for Emerging Markets at Banco Bilbao Vizcaya Argentaria (BBVA). She is also a member of the advisory board of the Hong Kong Institute of Monetary Research and special advisor to the European Commission on China issues. She is also adjunct professor at the Lingnan University (Hong Kong).

Gerard joined Lion Global Investors in November 2010. He was formerly the CEO of Fullerton Fund Management Company Ltd where he was instrumental in transforming Temasek Fund Management Division into a respected third-party asset management company specialising in offering Asian funds to international investors.

Jing Ulrich is J.P. Morgan's Managing Director and Chairman of Global Markets, China. She is responsible for covering the firm's most senior global clients across all asset classes, and for maintaining relationships with executives at the helm of China's leading enterprises and government entities.

Mr. Baker oversees servicing of PIMCO’s institutional clients as well as business development in Asia. Mr. Baker is also co-head of PIMCO's official institution business, overseeing investment services to central banks, sovereign wealth funds and supranational organizations. He has 22 years of investment experience and holds an MBA. 

M. Piardon is a founding partner and CIO of NoHo Capital, a managed futures fund based in Hong Kong. The investment strategies are based on systematic trading on Asian equity index futures. M. Piardon has more than 13 years of investment banking experience.

Chairman of the Independent Financial Advisors Association and Chief Operations Officer for Altruist Financial Group Limited, a leading IFA firm, with 55,000 Clients and Client retention of 95+% over 24 months. He has held CEO positions in 4 life assurance companies in 3 countries and regional distribution positions thereafter.

Philippa has over 20 years extensive experience of business and regulation in Japan, Korea, Taiwan, the PRC, Hong Kong, Singapore, South East Asia, the Indian Subcontinent and Australia. The launch of ComplianceAsia in 2003 was driven by her particular expertise and experience in developing compliance solutions for foreign and new entrant financial institutions in these markets.  

Abhi Shroff is a Principal at Greenwich Associates covering Asia-Pacific.  Abhi consults with the firm's investment management clients, including asset managers and institutional investors, to advise on investment trends, marketing, sales, client service, and product development. 

Marco Bardelli is the CEO of UBI Capital Singapore. UBI Capital holds a Capital Markets Services Licence for Fund Management activity. It offers sophisticated global asset allocation solutions for Ultra High Net Worth Individuals (UHNWIs). UBI Capital Singapore is fully consolidated within UBI Banca Group which is present with Wealth Management activities also in Luxembourg, Switzerland and in China.

Shiv joined Cerulli Associates in September 2000 to help establish the firm’s international operations covering both European and Asian mutual fund markets. He has  analyzed the asset management industry for the past 20 years. Cerulli Associates is  privately owned, and all the research produced is independently generated.

Ms Christina Choi is the Senior Director of Policy, China and Investment Products Division of the Securities and Futures Commission of Hong Kong. Her role is to lead the Investment Products Team within the division having responsibility for supervising the authorisation and supervision of collective investment schemes and all other investment products

Lennie is the Regional Head for Asia (excluding Japan) which involves leadership for Legg Mason offices (excluding affiliates)within the region. He is also the Head of Asia Distribution which covers all activities related to being the principal distributor of Legg Mason Mutual Funds throughout Asia. Lennie is also the Chief Executive Officer for their Singapore office and Chairman of the Taiwan office.

Jerry Wang is the founder of Vision Investment Management.  He has been in the asset management industry for 21 years.  In 2000, Jerry established Vision, aspiring to develop a comprehensive Asian alternative investment management company with efficient investment process, stringent risk management and producing superior risk-adjusted absolute returns. 

Steve has over 20 years of experience in the financial services industry and extensive knowledge in wealth management products. Before joining Manulife, Steve was Managing Director of Bosera AM, and from 2009 to 2010 he was MD of AIA Wealth Management Company Limited . Prior to that he served as Head of Retail Business, Asia ex Japan of Invesco Hong Kong Limited.

Prior to joining Harvest Global Investments Ltd, Mr. Choy Peng Wah was the Deputy Chief Executive Officer of Fullerton Fund Management Company Ltd. Before that, Mr.Choy was Regional Head, Sales and Distribution for Prudential’s fund management business in Asia and, before that, for 7years, the Chief Executive Officer at Deutsche Asset Management Asia,ex-Japan

Prior to joining Pioneer Investments, Mr. Jack W. Lin was the Managing Director - Asia Pacific for Janus Capital Ltd.  Prior to that, Mr. Lin was the regional head of the institutional business for Franklin Templeton Investments, which he assumed after completing a three year term as the founding CEO of Franklin Templeton Sealand JV Fund Management Company in China. 

Tony Edwards joined Robeco Group as Chief Executive Officer Asia-Pacific in September 2011. Tony has 22 years of experience as a senior investment and capital markets participant. Between 1990 and 1999, Tony worked in the Asian equity capital markets, based in Hong Kong and London in various research, sales and ECM roles.

Mr. Ho was appointed to the role of Managing Director and Deputy Chief Executive Officer of China Asset Management (Hong Kong) Limited (“CAMHK”) in 2009. Mr. Ho brings leadership and a wealth of global investment experience and expertise to ChinaAMC. He previously worked for Fidelity International for over 15 years in investment management and research

In his role Mr Henning is responsible for overseeing and leading the global Banking and Investment Solutions (gBIS) and Researchs,Economics, and Strategy (RES) teams in Asia to support the ambitious growth plans of Barclays Wealth through the development and marketing of investment ideas and solutions to the Asia private banking business.

Oliver is head of Goldman Sachs Asset Management (GSAM) in Asia Pacific. From 2007 to 2009, he was responsible for the GSAM business in Asia Pacific Ex-Japan. Prior to moving to Asia, Oliver was head of GSAM’s UK and Irish business from 2001 to 2006. He joined Goldman Sachs in 1998 and was named managing director in 2003 and partner in 2008.

Eleanor possesses more than 15 years of experience in Asia’s asset management industry. Her last position was CEO of the Institute of Financial Planners of Hong Kong, leading efforts in promoting the professional standards of financial planners in Hong Kong. Prior to that, she was CEO of Allianz Global Investors (HK) Ltd

With over 25 years of experience in the Asian investment management industry, Blair Pickerell is responsible for developing and overseeing Nikko Asset Management’s businesses in Asia. He first joined the investment management industry in 1985 and is widely regarded as having played a pioneering role in the development of the mutual fund industry in the region

Paul Hodes has 25 years experience in Wealth Management in banking and investments working in the U.S., Tokyo, Europe, and Asia Pacific.  Since September 2010, Paul has been based in Singapore managing Traditional Managed Investments Products for Citi Private and Consumer Banks in Asia.  In addition, Paul heads Wealth Management Products for Citibank Asia Consumer Bank.